On this episode, Dean and Bud talk to Ed Slott about his latest book – The Retirement Savings Time Bomb Ticks Louder.

Dean and Bud, along with some of our advisors at Modern Wealth Management have been working with Ed Slott for many years as a part of his Elite Advisor Group. Through that group, Ed has educated many advisors about key tax planning opportunities surround your retirement savings. 

Roth Conversion Case Studies: https://bit.ly/4ebeS8V Tax Reduction Strategies: https://bit.ly/3Vv2t8A Meet with Us: https://bit.ly/3XbO3vp

Roth Conversion Questions from the Internet: https://youtu.be/65uerfp0DdU

Rules for Inherited IRA Distributions: https://youtu.be/VQPX_jo09rY

5 Reasons NOT to Convert to a Roth IRA: https://youtu.be/9M8JCW_vVgc

IRA Rollover Mistakes to Avoid: https://youtu.be/vJehvEatGGw

2024 Tax Brackets: What You Need to Know: https://youtu.be/U4g5kMcVRXU?si=iJMZd-k6eNiqQ7QO

Taxes & Penalties on Roth Accounts: https://youtu.be/VQ8UWDm2nUk

How Does a Roth IRA Grow?: https://youtu.be/sJcVt95fKZo